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Investment Consultant
2 months ago
About the Role:
We are seeking a highly skilled Client Operations Manager to join our team at Mercer, a leading global consulting firm. As a Client Operations Manager, you will play a critical role in supporting our investment consultants in overseeing the transition of our clients into our Mercer Delegated DC solutions.
Key Responsibilities:
- Coordinate the activities required to transition clients to the new Record keeper
- Act as primary contact for the client, Mercer, and the record keeper during the client transition from the incumbent record keeper to the delegated Record keeper
- Maintain excellent client-related documentation and notes summarizing client issues
- Look for opportunities to improve on existing processes related to transition and implementation
- Partner with consultant and assigned Record keeper contact to properly set client expectations for the implementation and on-going administration
- Interact with Record keeper's implementation manager during the transition and implementation process and with the account executive on an ongoing basis
- Manage any non-standard operational issues as they arise
- Meet with the Record keeper on a monthly basis to review any issues and concerns raised during past implementations and ongoing servicing of the clients
- Prepare any applicable initial employee communication as part of the implementation or transition process
- Review the timeline of the implementation process prepared by the Record keeper
- Review any employee communication issued by the Record keeper
- Maintain accountability for accurate and timely completion of all project tasks and provide guidance to team members to ensure the overall success of the project
- Review the contracts issued by the Record keeper
- Demonstrate ease and effectiveness when dealing with clients, prospects, record keepers, and colleagues at all levels;
Additional Responsibilities:
- Prepare, review, and send various governance documents
- Ensure accuracy and compliance with regulatory requirements and internal policies
- Collaborate with internal stakeholders to gather necessary information and ensure timely delivery of documentation
Requirements:
- Bachelor's degree, preferably in business, finance, actuarial studies, or related discipline
- Strong project management skills, including accuracy, accountability, and focus on results
- PMP certification is preferred
- Relevant experience in client transition, client management, investment consulting, financial services, or pension environment working in an analyst capacity is preferred
- Comprehensive knowledge of DC administration and transition business
- Knowledge of the investment and pension environment
- Knowledge of pension legislation
What We Offer:
- A company with a strong brand and strong results to match
- Culture of internal mobility, collaboration, and valued partnership with HR from the business
- Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
- Competitive pay (salary and bonus potential), full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, generous retirement match, and contribution to our defined contribution plan)
- Generous Parental Leave and Tuition Reimbursement plan per year
About Us:
Mercer is a global consulting firm that helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Mercer, Oliver Wyman, and Guy Carpenter. With annual revenue of $23 billion, Mercer is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
In accordance with applicable legislation, Mercer will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual's particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact us.
Mercer is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Mercer colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one 'anchor day' per week on which their full team will be together in person.
